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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,580 | $75,962+102.2% | $154,111-0.3% | $64,173+139.3% |
| Participation rate | 85.5% | 70.4%+15.1pp | 83.0%+2.5pp | 69.6%+16.0pp |
| Annual return | -4.70% | 30.32%-35.0pp | 735.18%-739.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,635 | $3,350-21.4% | $5,298-50.3% | $2,381+10.7% |
| Participant deferral / active EE | $5,424 | $3,175+70.9% | $5,081+6.8% | $3,470+56.3% |
| Admin fee / account holder | $16,857 | $5,589+201.6% | $13,411+25.7% | $4,887+244.9% |